Rockefeller Capital Management’s Rocket Companies RKT Stock Holding History

Rockefeller Capital Management’s Portfolio RKT Stock Details RKT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$752K	Buy	47,749 +6,394	+15%	+$92.2K	﹤0.01%	1870
2026 Q1	$589K	Buy	41,355 +13,174	+47%	+$240K	﹤0.01%	1878
2025 Q4	$546K	Buy	28,181 +21,727	+337%	+$388K	﹤0.01%	1856
2025 Q3	$125K	Buy	+6,454	New	+$113K	﹤0.01%	2470
2023 Q1	–	Sell	-8,188	Closed	-$57K	–	3499
2022 Q4	$57K	Sell	8,188 -976	-11%	-$7.13K	﹤0.01%	2329
2022 Q3	$57K	Sell	9,164 -358	-4%	-$3.11K	﹤0.01%	2279
2022 Q2	$70K	Sell	9,522 -19	-0.2%	-$164	﹤0.01%	2127
2022 Q1	$106K	Buy	9,541 +6,041	+173%	+$74.7K	﹤0.01%	1954
2021 Q4	$49K	Buy	3,500 +2,219	+173%	+$35.3K	﹤0.01%	2231
2021 Q3	$20K	Hold	1,281	–	–	﹤0.01%	2595
2021 Q2	$24K	Sell	1,281 -424	-25%	-$8.58K	﹤0.01%	2408
2021 Q1	$39K	Sell	1,705 -2,697	-61%	-$60.3K	﹤0.01%	1994
2020 Q4	$89K	Buy	4,402 +4,000	+995%	+$84.4K	﹤0.01%	1492
2020 Q3	$8K	Buy	+402	New	+$9.37K	﹤0.01%	2086

Other funds holding RKT

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Rockefeller Capital Management's RKT Position: Q2 2026 in Review

Rockefeller Capital Management increased its Rocket Companies (RKT) stake by 15% in Q2 2026, buying an estimated $92.2K and bringing the position to 47,749 shares worth $752K. The position accounts for ﹤0.01% of the portfolio, ranked #1870.

Rockefeller Capital Management first reported a position in RKT in Q3 2020 and has held it in 14 quarters since. 796 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Rockefeller Capital Management held 47,749 shares of Rocket Companies worth $752K as of Q2 2026.
Rockefeller Capital Management bought 6,394 Rocket Companies shares in Q2 2026, an estimated $92.2K.
Rocket Companies made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1870 holding.
Rockefeller Capital Management first reported a position in Rocket Companies in Q3 2020 and has held it in 14 quarters since.
796 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.